Advice Tools in AdviserLogic, powered by Morningstar data and research, allow you to research investments, compare products, and support your advice recommendations with confidence. These tools are designed to streamline your workflow, improve compliance, and help you demonstrate the value of your advice to clients.

By integrating research, analytics, and product comparisons into a single environment, Advice Tools enable you to efficiently evaluate options and align recommendations with your client’s goals and risk profile.

You can access the Advice tools by either hovering over the Digital Advice button and selecting Advice Tools from the drop-down, or by selecting Digital Advice and then selecting Advice Tools from the Digital Advice landing page.

This will take you to Advice Tools, where you will see the available Tools to select from, including

Independent Superannuation Research Comparison
​Independent Insurance Research Comparison

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Platform research functions like superannuation research.

On clicking on Platform Research, you may get a prompt to map a platform (if not already done) to an existing platform in the database.

Select the relevant platform to map and select Save. If you do not want to map, select Cancel to move to the research screen.

​Alternatively, On the research screen, select the 3 dots on the top right to map platforms.

You can add new platforms for comparison on the research screen, which is similar in design and functionality to Super research.

This screen will be specific to the selected client and you will see the client’s existing platforms with an option to add more platforms for comparison by selecting the + New Platforms button as shown below.

Select the drop-down under Add platform to select the platform you want to compare to.

Select Platform Research Comparison dropdown to navigate to the Platform Fee Comparison screen or select it from the Advise Tools screen.

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You can do a like-for-like comparison, based on the comparison amount, which is editable. This editable amount can be reset back to the default amount.
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On selecting, a new box will appear which will ask you to add underlying investments.

Selecting Model Portfolio/SMA will give you the option to select the various model portfolios or SMAs from the drop-down.

After adding, once the Remaining Amount becomes 0, only then will the Add button become active to click on.

If you want to remove or adjust a certain investment from the investment list, click on the ‘X' button to delete the investment. A confirmation pop-up will appear.
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You can also click on the Clear All button if you want to delete the entire investment list.

The proportions of the investments can be adjusted using either the Recommended column or the % column.

Once the investments have been added, you will see the ICR and investments. You can also edit the investments by selecting the Edit button to go to the investments screen.

Select Details to see the ICR details.

Here, you can edit the ICR's. Once done, select Save, and the changes will reflect on the platform fee comparison screen.

To save the research, select the floppy disk icon, enter the name for the comparison in the dialog pop-up box and then select Save.

The saved research and fee can be renamed by clicking on the pen icon next to the name.

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You can download the comparison report in either PDF or Word format by using the downward arrow icon.

The saved research can be accessed from the advice tools landing screen under recently saved research parameters heading.

You can search for particular saved research by using the search bar, sort the list by clicking on the Updated On button and delete the research by clicking on the bin icon you will see on hovering over that particular saved research.

Saving and accessing saved platform research is similar to super research and fee comparison.